Godavari Biorefineries Limited — PPTs, 10-02-2025: Investor Presentation

**Financial Highlights:** In Q3 FY25, Godavari Biorefineries reported a revenue from operations of ₹447.3 Cr, a significant year-on-year increase of 12.7%, driven by a 67% boost in sales volume. EBITDA decreased to ₹39.7 Cr, reflecting a decline of 15.3%, while the profit after tax (PAT) stood at ₹5.8 Cr. Over the nine months (9M FY25), revenue reached ₹1,290.7 Cr, up 20.7% from ₹1,071.5 Cr in 9M FY24.

**Strategic Initiatives and Growth Drivers:** The company entered an exclusive agreement with Catalyxx Inc. to utilize advanced technology for ethanol-to-biobutanol conversion, targeting an annual production of 30,000 tons. A new dual-feedstock distillery with a capacity of 200 KLPD is planned for commissioning in H2 FY26, supporting the ethanol blending initiative.

**Business Developments:** Godavari enhanced its 1,3-Butylene Glycol capacity from 120 to 200 MT/month through optimization. Debt reduction efforts saw ₹240 Cr repaid from IPO proceeds, bolstering the balance sheet and enhancing free cash flow.

**Market Position and Competitive Advantage:** The company remains a leading player in bio-based chemicals and ethanol production, capitalizing on its extensive farmer relationships and diversified product portfolio to navigate market fluctuations.

**Investor Implications:** With sound financial strategies and growth initiatives, Godavari Biorefineries presents a positive outlook, positioning itself well for future opportunities in the sustainable chemistry sector. Investors should watch for further developments in its strategic projects and market expansions.